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Zdenison
New Member

Financial PL View with Custom Layout Help

I am working on building a Financial PL in Power BI and I have Accounts and then GL Accounts that roll up to them, I have created a custom table that formats the PL to look like a standard PL and allows me to have different fiancials and staticistal accounts all in one Matrix, however I am trying to enable functionality of expanding the Category to see the GL detail underneath and I'm struggling to get it to work how I want. 

I want to remove the expand + signs from the blank rows and the rows that dont have detail underneath them like Total Revenue. 

{BA8BE303-BA30-4504-8293-0C194E4B5B79}.png{E09AF0D6-AA22-4C95-AE05-2339EB5EF734}.png{5B8FA498-BD3B-40FA-A12B-0BC0E194D662}.png

1 ACCEPTED SOLUTION
danextian
Super User
Super User

Hi @Zdenison 

 

It isn't currenlty supported to selective disable the expand icons. You can however, write a condition so when a certain category is expanded, it won't show the lower level hierarchy. Try this sample measure

// Hide the measure value when drilling down to the account code level
// for specific summary categories to avoid showing duplicate totals
IF (
    // Check if we're at the detail level (account code and name is visible)
    ISINSCOPE ( 'table'[account code and name] )
        // AND the current row is a summary/total category
        && 'table'[account category] IN { "Total Revenue", "Total Income", "Etc" },
    // If both conditions are true, return blank (hide the value)
    BLANK (),
    // Otherwise, show the normal P&L measure value
    [pnl measure]
)

danextian_1-1759373949941.png

 

 

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

View solution in original post

4 REPLIES 4
v-hashadapu
Community Support
Community Support

Hi @Zdenison , Hope you're doing fine. Can you confirm if the problem is solved or still persists? Sharing your details will help others in the community.

v-hashadapu
Community Support
Community Support

Hi @Zdenison , Thank you for reaching out to the Microsoft Community Forum.

 

We find the answer shared by @danextian  is appropriate. Can you please confirm if the solution worked for you. It will help others with similar issues find the answer easily.
Thank you @danextian  for your valuable response

Hi @Zdenison 

I wanted to check if you had the opportunity to review the information provided by user. Please feel free to contact us if you have any further questions.

danextian
Super User
Super User

Hi @Zdenison 

 

It isn't currenlty supported to selective disable the expand icons. You can however, write a condition so when a certain category is expanded, it won't show the lower level hierarchy. Try this sample measure

// Hide the measure value when drilling down to the account code level
// for specific summary categories to avoid showing duplicate totals
IF (
    // Check if we're at the detail level (account code and name is visible)
    ISINSCOPE ( 'table'[account code and name] )
        // AND the current row is a summary/total category
        && 'table'[account category] IN { "Total Revenue", "Total Income", "Etc" },
    // If both conditions are true, return blank (hide the value)
    BLANK (),
    // Otherwise, show the normal P&L measure value
    [pnl measure]
)

danextian_1-1759373949941.png

 

 

 





Dane Belarmino | Microsoft MVP | Proud to be a Super User!

Did I answer your question? Mark my post as a solution!


"Tell me and I’ll forget; show me and I may remember; involve me and I’ll understand."
Need Power BI consultation, get in touch with me on LinkedIn or hire me on UpWork.
Learn with me on YouTube @DAXJutsu or follow my page on Facebook @DAXJutsuPBI.

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